See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,150 | $93,071+18.3% | $74,583+47.7% | $273,961-59.8% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 0.95% | 26.18%-25.2pp | 20.47%-19.5pp | 41.45%-40.5pp |
| Employer contribution / active EE | $1,988 | $3,160-37.1% | $2,525-21.3% | $4,869-59.2% |
| Participant deferral / active EE | $4,673 | $4,160+12.3% | $3,458+35.1% | $5,287-11.6% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |